Skip to main content
Search

Discounted Gift Trust – discount calculator

December 2025

Discounted Gift Trust – Discount calculator

Read the user guide

The Discounted Gift Trust (DGT) discount calculator is designed to provide an estimate of the discount which may apply in two scenarios:

  1. New business*: The calculator provides an estimate of the ‘discount’ to a proposed gift into trust.
  2. 10 yearly periodic charge: The calculator provides the discounted value of the trust fund when calculating the periodic charge.

*The discount figures may change once medical underwriting is completed.

Read the user guide

Learn more about our Discounted Gift Trust

Discover more about the trust by visiting our dedicated Discounted Gift Trust webpage.

Discounted Gift Trust - Bare Discounted Gift Trust - Discretionary